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Posts by Financial Design Studio, Inc.

FDS Webinar on Successfully Retiring from Allstate with Executive Compensation

By Financial Design Studio, Inc. | July 28, 2025
Financial advisors on successfully Retiring from Allstate

In this webinar, learn how to use your executive compensation for retiring from Allstate without unnecessary taxes!

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How to Manage Healthcare Costs in Retirement

By Financial Design Studio, Inc. | July 11, 2025

Future retirees worry about how to manage healthcare costs in retirement. We explore Medicare, long-term care, and more!

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Should I Get Long Term Care Insurance? [Video]

By Financial Design Studio, Inc. | July 9, 2025
Financial Advisors on Long Term Care Insurance

Should you get long term care insurance? In this video we walk you through the types of care available and different ways to pay for them.

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Case Study 3: Repairing DIY Retirement Plans

By Financial Design Studio, Inc. | July 2, 2025

In this fictional case study, we repair a one time, DIY retirement plan so that these clients have peace of mind, while enjoying retirement.

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Case Study 1: Retiring Early to Travel the World

By Financial Design Studio, Inc. | June 25, 2025
Financial Advisors Case Study on helping a fictional client Retire Early

In this fictional case study, we walk you through a financial plan for two executives retiring early, and how they navigate large tax bills.

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Five Things Successful Retirees Get Right [Video]

By Financial Design Studio, Inc. | June 11, 2025
Financial Advisors on Five Things Successful Retirees do in their retirement planning

In this video, we share five things we see successful retirees doing in their retirement planning, as well as common traps people fall into!

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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FDS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.